GWA

Gibson Wealth Advisors Portfolio holdings

AUM $141M
1-Year Est. Return 12.32%
This Quarter Est. Return
1 Year Est. Return
+12.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$13.1M
3
+$13M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.1M
5
NSC icon
Norfolk Southern
NSC
+$5.79M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 6.27%
2 Energy 4.19%
3 Consumer Staples 3.52%
4 Technology 3.09%
5 Utilities 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$349K 0.34%
+2,002
27
$347K 0.33%
+1,000
28
$347K 0.33%
+1,925
29
$324K 0.31%
+3,648
30
$294K 0.28%
+16,711
31
$288K 0.28%
+9,856
32
$286K 0.28%
+1,500
33
$230K 0.22%
+4,590
34
$228K 0.22%
+1,728
35
$202K 0.19%
+5,320
1
2